Institutional Ownership Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR). We have compiled data on the 609 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 09, 2025 Q2 2025 |
195,937
shares
|
$9.87 Million
7.58% of portfolio
|
Q2 2025
Reduced 32.7%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
195,727
shares
|
$9.85 Million
0.67% of portfolio
|
Q1 2025
Added 126.55%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
195,521
shares
|
$9.84 Million
2.55% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Cambiar Investors LLC
|
Aug 05, 2025 Q2 2025 |
194,357
shares
|
$9.79 Million
0.45% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
192,210
shares
|
$9.68 Million
1.84% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
190,329
shares
|
$9.58 Million
1.11% of portfolio
|
Q1 2025
Added 51.01%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
187,937
shares
|
$9.46 Million
1.61% of portfolio
|
Q1 2025
Reduced 35.87%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
182,442
shares
|
$9.19 Million
0.39% of portfolio
|
Q3 2022
Added 6.41%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
182,406
shares
|
$9.18 Million
0.23% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
179,572
shares
|
$9.04 Million
0.47% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
175,003
shares
|
$8.81 Million
0.02% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
171,725
shares
|
$8.65 Million
0.05% of portfolio
|
Q1 2025
Added 128.59%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
171,499
shares
|
$8.63 Million
2.08% of portfolio
|
Q2 2025
Reduced 24.7%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
170,168
shares
|
$8.57 Million
2.61% of portfolio
|
Q2 2025
Reduced 30.55%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
169,671
shares
|
$8.54 Million
1.24% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
169,334
shares
|
$8.53 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
168,677
shares
|
$8.49 Million
0.72% of portfolio
|
Q2 2025
Reduced 66.84%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
167,470
shares
|
$8.43 Million
2.49% of portfolio
|
Q1 2025
Added 38.94%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
164,278
shares
|
$8.27 Million
0.2% of portfolio
|
Q1 2025
Added 176.1%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
159,916
shares
|
$8.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.58%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
155,586
shares
|
$7.83 Million
6.45% of portfolio
|
Q1 2025
Reduced 57.04%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
154,661
shares
|
$7.79 Million
2.23% of portfolio
|
Q1 2025
Added 27.62%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
154,429
shares
|
$7.78 Million
1.99% of portfolio
|
Q2 2025
Added 47.06%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
152,520
shares
|
$7.68 Million
0.05% of portfolio
|
Q1 2025
Added 36.21%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
152,406
shares
|
$7.67 Million
0.93% of portfolio
|
Q2 2025
Added 27.65%
|